THE LESLEY FOUNDATION (EIN 946103170) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

CATHERINE EVANS

Phone

6507264888

Tax Period

2024-01-01 to 2024-12-31

THE LESLEY FOUNDATION, founded in 1944, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 22% operating margin.

Mission

THE CORPORATION WAS FORMED (A) TO PROVIDE HOUSING AND RELATED FACILITIES AND SERVICES FOR SENIOR FAMILIES AND PERSONS ON A NON-PROFIT BASIS; (B) TO PLAN, CONSTRUCT, OPERATE, MAINTAIN, REHABILITATE, ALTER, CONVERT, AND IMPROVE HOUSING FOR SENIORS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,299,185

Program Service Revenue $1,840,310

Investment Income $1,664,899

Other Revenue $39,227

TOTAL REVENUE $8,843,621

Expense Breakdown

Grants Paid $500

Salaries & Benefits $1,858,885

Fundraising Expenses $707

Program Expenses $5,265,752

Other Expenses $5,046,958

TOTAL EXPENSES $6,906,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,843,621	$22,644,563	-0.6%
Expenses	$6,906,343	$8,754,829	-0.2%
Net Income	$1,937,278	$13,889,734	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$436,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE EVANS	Executive Dir.	38.00	Officer	$200,031	$28,310	$228,341
NANCY AMAYA	DEPUTY E.D.	32.00	Officer	$181,720	$26,186	$207,906
MARY CHEUNG	DIR OF MGMT & OPS	40.00		$117,988	$30,297	$148,285
JUAN GONZALEZ	H.R. MGR & MAINT.	40.00		$100,790	$14,160	$114,950
SUE WINKS	President	0.73	Officer Director	$0	$0	$0
TONY VILLANUEVA	Vice President	0.87	Officer Director	$0	$0	$0
MARTIN SIMENC	MEMBER	0.31	Director	$0	$0	$0
BERNADETTE MELLOTT	Secretary	0.51	Officer Director	$0	$0	$0
NAOMI PATRIDGE	MEMBER	0.76	Director	$0	$0	$0
MICHAEL KIM	MEMBER	0.57	Director	$0	$0	$0
SANDY COUNCIL	Treasurer	0.55	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,843,621	$6,906,343	$84,404,524	$1,937,278
2023	$22,644,563	$8,754,829	$83,206,437	$13,889,734
2022	$9,764,648	$9,040,905	$70,427,297	$723,743
2021	$9,471,607	$8,810,870	$72,424,363	$660,737
2020	$9,314,464	$11,977,984	$71,614,314	$-2,663,520
2019	$8,230,478	$8,916,310	$54,790,547	$-685,832
2018	$8,325,566	$8,999,706	$55,681,527	$-674,140

THE LESLEY FOUNDATION